PIV

PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX

Delisted

PIV was delisted on the 29th of February, 2012.

79 hedge funds and large institutions have $451M invested in PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 18 reducing their positions, and 9 closing their positions.

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
2.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
7
Increased
40
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FA
51
FCG Advisors
New Jersey
$430K 17,083 +3,140 +23%
RJA
52
Raymond James & Associates
Florida
$400K 15,880 +6,741 +74%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$369K 14,650 +3,650 +33%
HCP
54
Holt Capital Partners
Texas
$360K 14,300
US Bancorp
55
US Bancorp
Minnesota
$293K 11,612 +10,826 +1,377%
Millennium Management
56
Millennium Management
New York
$290K 11,515 -18,807 -62%
BB
57
Bell Bank
North Dakota
$253K 10,060 +1,100 +12%
PAS
58
Partnervest Advisory Services
California
$252K 10,008 -1,478 -13%
LIM
59
Leavell Investment Management
Alabama
$252K 10,000
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$250K 9,946 +585 +6%
BUB
61
BBVA USA Bancshares
Texas
$210K 8,342
WS
62
Wedbush Securities
California
$207K 8,220 +8,220 New
ASN
63
Advisory Services Network
Georgia
$202K 8,037 +120 +2%
CAL
64
Capital Advisors Ltd
Ohio
$159K 6,311
Creative Planning
65
Creative Planning
Kansas
$136K 5,401 +1,701 +46%
Citigroup
66
Citigroup
New York
$134K 5,304
PO
67
Private Ocean
California
$104K 2,672
WP
68
WealthPLAN Partners
Nebraska
$58.6K 2,350 -2,350 -50%
SF
69
Synovus Financial
Georgia
$46K 1,807
S
70
SignatureFD
Georgia
$38K 1,528 +7 +0.5%
JFA
71
JNBA Financial Advisors
Minnesota
$38K 1,528 +1,528 New
ACM
72
Argentus Capital Management
Texas
$23K 904 -187 -17%
NFG
73
Next Financial Group
Texas
$23K 926 +600 +184%
WIC
74
Woodmont Investment Counsel
Tennessee
$6K 232 +232 New
AIS
75
Accurate Investment Solutions
Pennsylvania
$5K 190